NFA
Northwest Financial Advisors Portfolio holdings
AUM
$71.7M
This Quarter Return
+6.93%
1 Year Return
+13.61%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$71.7M
AUM Growth
+$71.7M
(-41%)
Cap. Flow
-$56.8M
Cap. Flow
% of AUM
-79.27%
Top 10 Holdings %
Top 10 Hldgs %
37.94%
Holding
125
New
6
Increased
24
Reduced
54
Closed
30
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$9.37M |
| 2 |
Microsoft
MSFT
|
$7.43M |
| 3 |
LPL Financial
LPLA
|
$5.07M |
| 4 |
Amazon
AMZN
|
$5.02M |
| 5 |
NVIDIA
NVDA
|
$4.14M |
Sector Composition
| 1 | Technology | 8.93% |
| 2 | Financials | 5.1% |
| 3 | Industrials | 3% |
| 4 | Consumer Discretionary | 2.72% |
| 5 | Consumer Staples | 1.82% |
